CRM and Workflow Specialist (HubSpot, Asana, and QuickBooks)
Budget: $250 – $750 AUD
Summary:
We are seeking a CRM and Workflow Specialist with expertise in HubSpot, Asana, and QuickBooks to manage and optimize our CRM process. The ideal candidate will have a deep understanding of the integration and workflow between these platforms and will be responsible for ensuring a seamless customer experience from inquiry to order completion.
Key Responsibilities:
Customer Inquiry and Onboarding:
Manage customer inquiries from various channels.
Generate and send quotes to potential customers.
Coordinate with customer care, admin, and super admin to send order forms and collect necessary details.
Ensure the smooth creation of tasks in Asana based on HubSpot form submissions.
Technician Verification and Processing Workflow:
Collaborate with technicians to ensure accurate order verification and processing.
Monitor the digitization process and ensure timely updates in Asana.
Invoicing and Payment Process:
Oversee the creation of invoices in QuickBooks and their synchronization with HubSpot.
Review and send out customer invoices from HubSpot.
Monitor and confirm customer payments and update relevant platforms.
Order Completion and Review:
Coordinate with technicians for the return of digital files to customers.
Manage customer reviews and feedback.
Ensure timely closure of orders in HubSpot after all stages are completed.
User Management and Role Restrictions:
Manage user roles and access levels in HubSpot and Asana.
Ensure data privacy and security by restricting access to customer contact information.
Email Notifications and Workflow Updates:
Set up and manage automated email workflows in HubSpot.
Ensure synchronization of email notifications with Asana task updates.
Integration and Data Flow Management:
Oversee the integration between HubSpot, Asana, and QuickBooks.
Ensure seamless data flow and update synchronization between platforms.
We are seeking a CRM and Workflow Specialist with expertise in HubSpot, Asana, and QuickBooks to manage and optimize our CRM process. The ideal candidate will have a deep understanding of the integration and workflow between these platforms and will be responsible for ensuring a seamless customer experience from inquiry to order completion.
Key Responsibilities:
Customer Inquiry and Onboarding:
Manage customer inquiries from various channels.
Generate and send quotes to potential customers.
Coordinate with customer care, admin, and super admin to send order forms and collect necessary details.
Ensure the smooth creation of tasks in Asana based on HubSpot form submissions.
Technician Verification and Processing Workflow:
Collaborate with technicians to ensure accurate order verification and processing.
Monitor the digitization process and ensure timely updates in Asana.
Invoicing and Payment Process:
Oversee the creation of invoices in QuickBooks and their synchronization with HubSpot.
Review and send out customer invoices from HubSpot.
Monitor and confirm customer payments and update relevant platforms.
Order Completion and Review:
Coordinate with technicians for the return of digital files to customers.
Manage customer reviews and feedback.
Ensure timely closure of orders in HubSpot after all stages are completed.
User Management and Role Restrictions:
Manage user roles and access levels in HubSpot and Asana.
Ensure data privacy and security by restricting access to customer contact information.
Email Notifications and Workflow Updates:
Set up and manage automated email workflows in HubSpot.
Ensure synchronization of email notifications with Asana task updates.
Integration and Data Flow Management:
Oversee the integration between HubSpot, Asana, and QuickBooks.
Ensure seamless data flow and update synchronization between platforms.